Category Archives: Uncategorized

This holiday season, give the gift of charity

The holiday season is at its height, making it the best time of year to give back. If you’ve thought about donating to a charity or an organization that has special meaning to you, you can make a difference without … Continue reading

The Ikea-Inspired Guide to Fundraising

I really like Ikea because its success is a combination of affordable prices, cool designs, ease of purchasing and simplicity in assembly. But it seems that the design of each Ikea store is created to confuse you. Walking up and … Continue reading

Correlation Between Grade Grubbing and Successful Major Gift Fundraising

We’ve all heard the term Grade Grubbing, or Grade Lawyering, or even worse – Grade Begging. I must confess, I was a Grade Grubber. I mentioned this to my colleagues at FUNDING matters last month. The focus of the discussion … Continue reading

I Hate Wearing Rubber Boots

I was driving home yesterday and saw a man walking up the street wearing a t-shirt that read “I HATE WEARING RUBBER BOOTS” while he was wearing rubber boots. Charities and the people who work in fundraising metaphorically face a … Continue reading

FUNDING matters – 20 Years of Success

Last month was a great one for me. I noticed a number of individuals who liked or congratulated me on Linkedin and Facebook in celebration of FUNDING matters Inc.’s 20th anniversary and it reminded me of how far along I’ve come … Continue reading

Financial Wellness is the Cure for Philanthropy

We are all familiar with the phrase healthy, wealthy and wise. I wake up each day as do many of you thankful for our health and the opportunities ahead. We know that there are many factors which affect how we … Continue reading

Presentation: Peterborough Estate Planning Council (PEPC)

William Petruck, President of FUNDING matters Inc. is presenting at the Peterborough Estate Planning Council (PEPC) meeting. Presentation Overview: Prince died at age 57 without a will. Over 60% of Canadians over the age of 50 do not have a current … Continue reading

CAGP Conference – Scaling New Heights

I am excited to be presenting and exhibiting at the 2016 CAGP conference in Banff from April 6th-8th. My session will be geared towards the discussion with donors and the interests, concerns and fears they have when making either a … Continue reading

Mid-Level Donors are Important

I came across an insightful article in the Chronicle of Philanthropy called Making the Most of Mid-Level Donors [hyperlink to article]. The author states, “Mid-level donors are often overlooked at non-profits, even though they are among the most generous and loyal supporters, and … Continue reading

Donate to Eliminate

I was encouraged to see the Laura Saunders’ article Tax Smart Philanthropy Made Easy in the Wall Street Journal (click link here). This has been a key element of what we have been speaking to advisors, charities and individuals about in … Continue reading